Exact Globe+

Creating and maintaining accounts categories

Menu path

System ➔ General ➔ CRM ➔ Categories

Introduction

This document provides you the steps to creating and maintaining account categories.

Categorizing your accounts is important as this can facilitate the maintenance of accounts. Accounts can be categorized according to the geographical zone, business focus, or the number of branches of the accounts.

What version are you using?

The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.

How do I create an account category?

1. Go to System ? General ? CRM ? Categories.
2. In the Categories screen, type the name of the account category at any field without the  check mark.
3. Click Save, and then click Close.

How do I rename an existing account category?

1. Go to System ? General ? CRM ? Categories.
2. In the Categories screen, type the new name of the account category at the relevant field.
3. Click Save, and then click Close.

Related document

• Maintaining properties of accounts categories